See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,425 | $93,571+132.4% | $135,903+60.0% | $75,163+189.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 18.42% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $12,094 | $3,537+242.0% | $4,856+149.1% | $2,670+353.0% |
| Participant deferral / active EE | $8,613 | $6,404+34.5% | $7,758+11.0% | $4,125+108.8% |
| Admin fee / account holder | $4,125 | $6,975-40.9% | $10,762-61.7% | $5,651-27.0% |